Invesco Distribution UK Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.39%
  • 3 Year sharpe0.10
  • 3 Year alpha-4.04
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00B8N45436

Investment Strategy

The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund may invest up to 80% of its assets globally in corporate and government debt securities (including investment grade, non-investment grade and unrated) and up to 40% of its assets in shares or other equity related securities of companies globally.

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